LIG
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Lokken Investment Group’s Belpointe PREP OZ Stock Holding History

Lokken Investment Group’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$229K Hold
3,574
– – 0.08% 136
2025
Q2 		$229K Hold
3,574
– – 0.09% 121
2025
Q1 		$231K Hold
3,574
– – 0.1% 118
2024
Q4 		$277K Hold
3,574
– – 0.12% 106
2024
Q3 		$247K Hold
3,574
– – 0.1% 131
2024
Q2 		$207K Hold
3,574
– – 0.1% 138
2024
Q1 		$218K Buy
3,574
+175
+5% +$10.9K 0.11% 129
2023
Q4 		$263K Hold
3,399
– – 0.15% 105
2023
Q3 		$291K Hold
3,399
– – 0.19% 99
2023
Q2 		$292K Hold
3,399
– – 0.19% 106
2023
Q1 		$319K Hold
3,399
– – 0.24% 93
2022
Q4 		$340K Hold
3,399
– – 0.27% 83
2022
Q3 		$287K Hold
3,399
– – 0.25% 88
2022
Q2 		$332K Hold
3,399
– – 0.27% 80
2022
Q1 		$338K Hold
3,399
– – 0.27% 89
2021
Q4 		$340K Buy
+3,399
New +$340K 0.24% 91

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lokken Investment Group's OZ Position: Q3 2025 in Review

Lokken Investment Group held its Belpointe PREP (OZ) position steady in Q3 2025 at 3,574 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #136.

Lokken Investment Group first reported a position in OZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $340K in Q4 2021. 44 funds tracked by Wall St. Rank hold OZ as of Q3 2025.

  • Lokken Investment Group held 3,574 shares of Belpointe PREP worth $229K as of Q3 2025.
  • Lokken Investment Group left its Belpointe PREP share count unchanged in Q3 2025.
  • Belpointe PREP made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #136 holding.
  • Lokken Investment Group first reported a position in Belpointe PREP in Q4 2021 and has held it in 16 quarters since.
  • Lokken Investment Group's Belpointe PREP position peaked at $340K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.